Bryan Tollefson signed Besse Forest Products, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Besse Forest Products, Inc.'s EIN is 38-2852290.
Download the official 2023 Form 5500 (PDF) for Besse Forest Products, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Besse Forest Products, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $7K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Contrafund Class K Mutual fund shares @ | Mutual Funds | — | — | $2.4M | 19.9% | |
| Fidelity 500 Index Mutual fund shares @ | Common Collective Trusts | — | — | $1.8M | 15.0% | |
| Fidelity Low-Priced Stock Fund K Mutual fund shares @ | Mutual Funds | — | — | $1.8M | 14.9% | |
| Fidelity Puritan Fund Class K Mutual fund shares @ | Mutual Funds | — | — | $1.2M | 9.5% | |
| Fidelity Government Money Market Class K6 Mutual fund shares @ 17 Neuberger Berman Large Cap Value R6 Mutual fund shares @ | Mutual Funds | — | — | $1.1M | 8.9% | |
| Fidelity Diversified International Fund K Mutual fund shares @ | Mutual Funds | — | — | $553K | 4.5% | |
| Allspring Small Company Value R6 Mutual fund shares @ | Common Stocks | — | — | $505K | 4.2% | |
| Fidelity Managed Income Portfolio CCT @ | Mutual Funds | — | — | $455K | 3.7% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $429K | 3.5% | |
| Janus Henderson Enterprise Fund Class N Mutual fund shares @ | Mutual Funds | — | — | $402K | 3.3% | |
| Fidelity Freedom 2025 Fund Class K6 Mutual fund shares @ | Mutual Funds | — | — | $373K | 3.1% | |
| Fidelity Freedom 2035 Fund Class K6 Mutual fund shares @ | Mutual Funds | — | — | $364K | 3.0% | |
| Fidelity Freedom 2030 Fund Class K6 Mutual fund shares @ | Mutual Funds | — | — | $285K | 2.3% | |
| Fidelity Freedom 2050 Fund Class K6 Mutual fund shares @ | Mutual Funds | — | — | $219K | 1.8% | |
| Fidelity Investment Grade Bond Fund Mutual fund shares @ | Mutual Funds | — | — | $215K | 1.8% | |
| Fidelity Freedom 2040 Fund Class K6 Mutual fund shares @ | Mutual Funds | — | — | $169K | 1.4% | |
| Fidelity Freedom 2055 Fund Class K6 Mutual fund shares @ | Mutual Funds | — | — | $74K | 0.6% | |
| Participant loans Loans, 8.5% interest rate with various -0- | Bonds / Notes | — | — | $63K | 0.5% | |
| Fidelity Freedom 2045 Fund Class K6 Mutual fund shares @ | Mutual Funds | — | — | $51K | 0.4% | |
| Fidelity Freedom 2020 Fund Class K6 Mutual fund shares @ | Mutual Funds | — | — | $50K | 0.4% | |
| Janus Henderson Overseas N Fund Mutual fund shares @ | Mutual Funds | — | — | $39K | 0.3% | |
| Fidelity Freedom Income Fund Class K6 Mutual fund shares @ | Mutual Funds | — | — | $29K | 0.2% | |
| Fidelity Freedom 2065 Fund Class K6 Mutual fund shares @ | Mutual Funds | — | — | $26K | 0.2% | |
| Fidelity Freedom 2010 Fund Class K6 Mutual fund shares @ | Mutual Funds | — | — | $14K | 0.1% | |
| Fidelity Freedom 2060 Fund Class K6 Mutual fund shares @ | Mutual Funds | — | — | $9K | <0.1% | |
| Fidelity Freedom 2015 Fund Class K6 Mutual fund shares @ | Mutual Funds | — | — | $7K | <0.1% | |
| Fidelity Freedom 2005 Fund Class K6 Mutual fund shares @ | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
